See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,788 | $82,664+13.5% | $125,339-25.2% | $68,494+36.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -19.59% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,289 | $3,381+26.9% | $4,814-10.9% | $2,596+65.2% |
| Participant deferral / active EE | $9,360 | $6,110+53.2% | $7,446+25.7% | $4,027+132.4% |
| Admin fee / account holder | $1,429 | $6,275-77.2% | $10,010-85.7% | $5,403-73.6% |